RE:RE:Matterport sets new all-time highThe market is clearly voting for MTTR to be a winner-take-all in the virtual spaces market. They've certainly got a technology edge, funding / liquidity, and market share edge over UI but I think there remains ample TAM for UI to take a decent slice and be worth significantly more than current prices.
At these share prices it seems almost stupid for MTTR to not just try to acquire UI for $100M worth of stock. It would be wildly accretive.